Under a client's contact information, allow me to indicate if a client wants to receive voicemails so if I call them I can reference this information without having to remember.
Guest
about 3 years ago
in Clients & Groups
3
Future consideration
Create an initial assessment report similar to the Progress Notes signature report that will provide a snapshot of what assessments have/have not been signed.
Guest
over 6 years ago
in Notes & Cases
4
Future consideration
Reminders/alerts for important life/therapy events
Allow me to create alerts/reminders for a client's anniversaries (death of a loved one, sobriety date, etc.) or therapy milestones ( 3 months of treatments, 24 months, etc.).
Guest
over 6 years ago
in Clients & Groups
3
Future consideration
Allow me to add a contact to a client on the prospective clients list. I'm unable to use a caregiver's email address because they are associated with an active client.
Guest
about 3 years ago
in Clients & Groups
1
Future consideration
Populate authorization on the invoice based on the date of service
Have the authorization populate on the invoice based on the appointment date of service. Sometimes I may create an invoice for a past appointment and the insurance has changed.
